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Avior Wealth Management’s HEICO Corp HEI Stock Holding History

Avior Wealth Management’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-51
Closed -$12.1K – 1427
2024
Q4 		$12.1K Buy
51
+1
+2% +$259 ﹤0.01% 1554
2024
Q3 		$13.1K Hold
50
– – ﹤0.01% 1472
2024
Q2 		$11.2K Sell
50
-479
-91% -$101K ﹤0.01% 1482
2024
Q1 		$101K Buy
529
+479
+958% +$88.9K ﹤0.01% 956
2023
Q4 		$8.94K Hold
50
– – ﹤0.01% 1012
2023
Q3 		$8.1K Hold
50
– – ﹤0.01% 1076
2023
Q2 		$8.85K Hold
50
– – ﹤0.01% 1046
2023
Q1 		$8.55K Hold
50
– – ﹤0.01% 1078
2022
Q4 		$7.68K Hold
50
– – ﹤0.01% 898
2022
Q3 		$7K Hold
50
– – ﹤0.01% 896
2022
Q2 		$6K Hold
50
– – ﹤0.01% 835
2022
Q1 		$7K Hold
50
– – ﹤0.01% 875
2021
Q4 		$7K Hold
50
– – ﹤0.01% 845
2021
Q3 		$6K Hold
50
– – ﹤0.01% 824
2021
Q2 		$6K Hold
50
– – ﹤0.01% 804
2021
Q1 		$6K Hold
50
– – ﹤0.01% 816
2020
Q4 		$6K Buy
+50
New +$6.1K ﹤0.01% 770

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's HEI Position: Q1 2025 in Review

Avior Wealth Management sold out of HEICO Corp (HEI) in Q1 2025, closing a stake of 51 shares — an estimated $12.1K sold.

Avior Wealth Management first reported a position in HEI in Q4 2020 and held it in 17 quarters. The position peaked at $101K in Q1 2024. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

  • Avior Wealth Management reported no remaining HEICO Corp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 51 HEICO Corp shares in Q1 2025, an estimated $12.1K.
  • Avior Wealth Management first reported a position in HEICO Corp in Q4 2020 and held it in 17 quarters.
  • Avior Wealth Management's HEICO Corp position peaked at $101K in Q1 2024.
  • 640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.